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Smart Money Group’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Smart Money Group’s Portfolio COM Stock Details COM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-97,136
Closed -$2.7M – 88
2023
Q4 		$2.7M Sell
97,136
-6,209
-6% -$179K 1.18% 23
2023
Q3 		$3.07M Buy
103,345
+7,100
+7% +$211K 1.46% 19
2023
Q2 		$2.83M Buy
+96,245
New +$2.97M 1.35% 23

Other funds holding COM

P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Smart Money Group's COM Position: Q1 2024 in Review

Smart Money Group sold out of Direxion Auspice Broad Commodity Strategy ETF (COM) in Q1 2024, closing a stake of 97,136 shares — an estimated $2.7M sold.

Smart Money Group first reported a position in COM in Q2 2023 and held it in 3 quarters. The position peaked at $3.07M in Q3 2023. 67 funds tracked by Wall St. Rank hold COM as of Q1 2024.

  • Smart Money Group reported no remaining Direxion Auspice Broad Commodity Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Smart Money Group sold 97,136 Direxion Auspice Broad Commodity Strategy ETF shares in Q1 2024, an estimated $2.7M.
  • Smart Money Group first reported a position in Direxion Auspice Broad Commodity Strategy ETF in Q2 2023 and held it in 3 quarters.
  • Smart Money Group's Direxion Auspice Broad Commodity Strategy ETF position peaked at $3.07M in Q3 2023.
  • 67 funds tracked by Wall St. Rank held Direxion Auspice Broad Commodity Strategy ETF as of Q1 2024.

Based on Smart Money Group's 13F filing for Q1 2024, filed 2 May 2024.